Researches, collects, classifies and
studies statistical data; participates in the development and preparation of
reports and financial statements. Position
may assist in the management of the bank’s investment portfolio. Position may
work in interest rate risk management, liquidity management, budgeting, and
Essential Duties and Responsibilities
data from departments to be used in financial analysis and reporting.
and government bond portfolio management.
Performs pre-purchase credit analysis and interest rate risk
analysis for bonds to be purchased.
Will conduct ongoing credit monitoring.
monthly and quarterly Board and Investment Committee reports for the
other required investment or liquidity reports on as needed basis such as
security pricing, First Guaranty stock price reports, daily liquidity
reports and called bond forecast reports.
data entry and creates model output for the planning software (PlanSmith)
used by First Guaranty. The PlanSmith
reports include interest rate risk, liquidity risk, and budgeting.
Prepares all required documentation for operation of PlanSmith model.
model usage is at the direction and supervision of the Financial Analyst
II or the Chief Financial Officer.
computer resources to generate reports.
to the BSA Policy and all other Bank Policies.
duties and responsibilities as may be assigned by supervisor.
Minimum Qualifications (Education,
is a multi-incumbent position.
will ordinarily have a bachelor’s degree or broad work experience and
knowledge of accounting, finance, mathematics, computer programming, or
skills in Excel, Power Point, and Word.
may be pursuing the CFA designation or CPA license.
and Work Environment
demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities
to perform the functions.
the duties of this position, the employee is regularly required to talk and
hear. The employee frequently is required to use hands or fingers, handle, or
feel objects, tools or controls. The employee is occasionally required to
stand; walk; sit; reach with hands and arms; climb or balance; and stoop,
kneel, crouch, or crawl.
The employee must
occasionally lift and/or move up to 25 pounds. Specific vision abilities
required by this position include close vision, distance vision, color vision,
peripheral vision, and the ability to adjust focus.
The noise level in
the work environment is usually moderate.
FIRST GUARANTY BANK is an EEO employer - M/F/Vets/Disabled